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BD Regional VP - Northern IN | Remote

Role overview

Qualifications

  • 2-5 years of proven sales ability within the Financial Services industry
  • Current FINRA Series 6 and 63 licenses
  • Current State Life/Annuity Insurance license
  • Excellent communication and presentation skills

Responsibilities

  • Achieve territory sales target and market share as established by your District Director
  • Effectively promote and leverage technology tools to enhance productivity
  • Execute marketing campaigns and manage communications with advisors
  • Develop deep expertise on the Allianz product suite

Key facts

  • Remote from: Indiana (USA)
  • Full time
  • Expert & Leadership (>10 years)
  • English

Hard skills

Other skills

  • Sales Acumen
  • Communication
  • Presentations
  • Time Management
  • Relationship Building

About the company

simplesurance GmbH logo

simplesurance GmbH

Insurance

Since 2012, we are proudly „Made in Berlin“: our Most Awesome Team is highly international with 140+ people from over 30 countries. Our central office is located in the heart of Berlin and we have teams located in Tokyo, Lisbon, Munich, Paris and Mumbai. simplesurance is a leading provider of embedded insurance in fast-changing ecosystems, such as mobility, e-commerce, travel, fintech, and banking. Renowned companies use simplesurance's technology to include insurances in their customer journey, enhancing the overall customer experience and adding value across 30+ countries in an easy and smart way. As a part of Allianz, we develop the global connectivity player with transparent and efficient insurance services to connect people and business, anywhere & anytime, enabled by state-of-the-art technology that we have developed since 2012. By being the pioneers in our field and after joining the Allianz Group in 2022, we are stronger than ever to reshape how people are accessing and buying insurances. We are committed to resilience, growth and innovation to challenge the status quo, while having fun doing it, true to our motto: "Never Stop Playing”.

Company details

Company typeSME
IndustryInsurance
Company size51 - 200

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Job description

 

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities

Territory: Northern Indiana

To promote Allianz products and services to Registered Reps within a specific territory, while developing and maintaining solid business relationships and adhering to the Allianz sales philosophy.

What you do:

Distribution Leadership – Sales Productivityand Operational Excellence

  • Achieve territory sales target and market share as established by your District Director
  • Meet/exceed all producer goals as outlined by your District Director with a focus on:
  • Producer retention
  • Maintain production level of 500k+ producers from previous year
  • New producers/MIA winbacks
  • Effectively Promote and leverage technology tools
  • Utilize resources and integrate best practices
  • Conduct and log weekly activity numbers as set by District Director into Salesforce
  • Remain in compliance with ALFS policies and procedures
  • Expense Management
  • Be a company steward of resources available
  • Submit Expenses in a timely fashion
  • Stay within allocated T&E and Marketing Support budgets
  • Territory Management
  • Execute plan to successfully partner with Internal Retirement Consultant
  • Ensure Zones/Rotations are entered
  • Maintain proper territory segmentation
  • Ensure meeting notes are entered for completed meetings
  • Execute Marketing Campaigns
  • Effectively manage communications; Email and voicemail

Product Knowledge and Financial Planning Acumen: Develop a deep expertise on the Allianz product suite and how our solutions can complement other portfolio holdings.

  • Know and understand the annuity competitive landscape
  • Practice, demonstrate and master a simple, repeatable story
  • Understand the fundamentals of holistic financial planning including the language and technology ecosystem

Value Add: Create a multi-pronged non product value proposition to build, nurture and protect durable relationships with financial advisors (see below for consideration).

  • Advanced Markets:
  • Leverage virtual and in-person meetings and understand resources available
  • Become a subject matter expert on Social Security or Medicare
  • Practice Management:
  • Leverage practice management speakers
  • FinTech:
  • Become a subject matter expect in modeling solutions within different platforms
  • Marketing and Branding:
  • Leverage social media to better market Allianz, our product solutions and your value proposition to financial advisors
  • Relationship Building: Utilize events and campaigns to attract, grow and retain producers.
  • Responsible for creating and executing personalized events and campaigns
  • Utilization of artificial intelligence tools and resources (e.g. generative AI)

What you bring:

  • 2-5years of proven sales ability within the Financial Services industry
  • Current FINRA Series 6 and 63 licenses
  • Current State Life/Annuity Insurance license
  • Excellent communication and presentation skills
  • Exceptional time management skills
  • Travel up to 80%
  • Scheduling of Appointments and reporting of 7-day past and 21-day out calendar
  • One-on-one meetings with advisors
  • Implementation of Company programs
  • Day to day travel and entertainment expenses
  • You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.

Job Posting Range $58,500 - $65,000 plus variable compensation

Note the job posting range is exclusive of company benefits or other compensation.  In addition to base salary, a portion of your total compensation is based on variable compensation.  Actual variable compensation earned is driven by assigned territory and individual sales performance.

106187 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer. For additional information regardingWhat It’s Like To Work Here | Allianz Life.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us.  Let’s care for tomorrow.  #LI-BLS

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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